Bloom Energy(US:BE) Zhi Tong Cai Jing·2025-10-15 15:31Core Viewpoint - Bloom Energy's stock price increased by over 6.8% to $121.75 following the announcement of a strategic partnership with Brookfield, valued at $5 billion, aimed at reimagining AI infrastructure [1] Group 1: Partnership Details - The partnership was announced on October 13, with Brookfield committing up to $5 billion to deploy Bloom Energy's solid oxide fuel cell technology [1] - The two companies plan to jointly design and construct multiple "AI factories," with a project in Europe expected to be announced within the year [1] Group 2: Strategic Importance - This collaboration marks Brookfield's first investment through its dedicated AI infrastructure strategy, addressing the growing electricity demand of AI data centers [1]